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US Bancorp
USB

1,706 hedge funds and large institutions have $53.3B invested in US Bancorp in 2023 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 512 increasing their positions, 757 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 85

54% more funds holding in top 10

Funds holding in top 10: 26 → 40 (+14)

32% more capital invested

Capital invested by funds: $40.3B → $53.3B (+$12.9B)

9% more funds holding

Funds holding: 1,567 → 1,706 (+139)

0.52% less ownership

Funds ownership: 79.51% → 78.99% (-0.52%)

25% less call options, than puts

Call options by funds: $413M | Put options by funds: $547M

32% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 757

Holders
1,706
Holders Change
+139
Holders Change %
+8.87%
% of All Funds
24.87%
Holding in Top 10
40
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+53.85%
% of All Funds
0.58%
New
245
Increased
512
Reduced
757
Closed
85
Calls
$413M
Puts
$547M
Net Calls
-$134M
Net Calls Change
-$173M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$383M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$356M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$350M
4
JP Morgan Chase
JP Morgan Chase
New York
+$290M
5
Boston Partners
Boston Partners
Massachusetts
+$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$293M
2
Norges Bank
Norges Bank
Norway
-$254M
3
BlackRock
BlackRock
New York
-$187M
4
CB
Cooke & Bieler
Pennsylvania
-$120M
5
Franklin Resources
Franklin Resources
California
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.84B -$60.1M -1,644,700 -1%
BlackRock
2
BlackRock
New York
$4.7B -$187M -5,109,547 -4%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.02B +$290M +7,920,587 +13%
MB
4
MUFG Bank
Japan
$2.96B – – –
State Street
5
State Street
Massachusetts
$2.89B +$84.5M +2,311,452 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.04B +$356M +9,745,586 +26%
Charles Schwab
7
Charles Schwab
California
$1.46B +$95M +2,598,163 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.3B +$30.8M +842,575 +3%
Morgan Stanley
9
Morgan Stanley
New York
$1.24B +$383M +10,466,934 +58%
Aristotle Capital Management
10
Aristotle Capital Management
California
$1.05B +$32.3M +882,949 +4%
Bank of America
11
Bank of America
North Carolina
$1.05B -$81.1M -2,218,757 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$882M +$2.12M +58,113 +0.3%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$877M -$293M -8,021,716 -28%
Norges Bank
14
Norges Bank
Norway
$827M -$254M -6,961,521 -27%
Northern Trust
15
Northern Trust
Illinois
$810M -$22.7M -619,929 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$709M -$33.8M -924,086 -5%
DSA
17
Davis Selected Advisers
Arizona
$662M -$1.98M -54,253 -0.4%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$597M -$74.7M -2,043,005 -13%
Amundi
19
Amundi
France
$503M +$112M +3,075,394 +36%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$467M -$13.5M -369,535 -3%
Invesco
21
Invesco
Georgia
$434M +$47.3M +1,293,881 +15%
Legal & General Group
22
Legal & General Group
United Kingdom
$420M -$3.39M -92,702 -0.9%
Federated Hermes
23
Federated Hermes
Pennsylvania
$416M +$389K +10,640 +0.1%
Viking Global Investors
24
Viking Global Investors
Connecticut
$414M +$350M +9,569,638 New
Goldman Sachs
25
Goldman Sachs
New York
$394M +$39M +1,067,227 +13%
1
2 3 4 5

USB Hedge Fund Activity: Q4 2023 in Review

1,706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2023, worth a combined $53.3B — up 32% from $40.3B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new USB positions and 85 closed out — a net gain of 160 holders — while 512 added to existing stakes and 757 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $383M. The largest seller was T. Rowe Price Associates, cutting an estimated $293M.

  • 1,706 institutional investors held US Bancorp (USB) as of Q4 2023, up from 1,567 in Q3 2023.
  • Funds reported $53.3B of US Bancorp stock for Q4 2023, up 32% quarter-over-quarter.
  • 245 funds opened new US Bancorp positions in Q4 2023 and 85 closed out, a net change of +160 holders.
  • The largest US Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $383M added.
  • The largest US Bancorp seller in Q4 2023 was T. Rowe Price Associates, an estimated $293M sold.

Based on aggregated 13F filings for Q4 2023.